Summit Investment Advisory Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Summit Investment Advisory Services’s Portfolio HEFA Stock Details HEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$766K	Sell
2024 Q4	$837K	Sell
2024 Q3	$863K	Buy
2024 Q2	–	Sell
2024 Q1	$878K	Buy
2023 Q4	$793K	Sell
2023 Q3	$803K	Sell
2023 Q2	$877K	Sell
2023 Q1	$841K	Sell
2022 Q4	$797K	Buy